Our Past Shows
Here you will find a year's worth of our past radio shows. Please understand, due to compliance and supervisory guidelines, there is a lag time from when a show first broadcasts to when it can be listed here for later playback. If the show you want is not available, please check back again soon.
Although Jim and Chris strive to make their show ─ and the information presented − topical and pertinent at the time of original broadcast, please recognize the financial world is constantly changing and evolving. These recorded broadcasts may contain outdated or obsolete information. Never make any financial, tax or investment decisions with information contained on these shows without first consulting with your legal, tax and/or financial advisor(s).
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ACA Credits, RMDs, IRMAA, and Tax Diversification: Q&A #2238
September 17, 2022
Chris and inhouse CPA, Bob Palechek discuss listener questions relating to ACA credits, RMD taxation, IRMAA, and tax diversification. (3:45) A listener in Arizona looks for clarification on how planning for ACA credits should fit into retirement withdrawals. (26:30) Georgette from Texas asks if the RMD total includes Federal tax or if the remainder of the RMD total has to be after-tax. (32:45)...
Listen NowWays To NOT Receive Social Security Benefits: EDU #2237
September 14, 2022
Chris sits down to do a solo episode on the different ways to NOT receive Social Security benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E37.mp3 Podcast: Play in new window | Download (Duration: 55:45 — 25.5MB) Subscribe:...
Listen NowSocial Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237
September 10, 2022
Jim and Chris sit down to answer listener questions regarding Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) contributions. (4:45) A Texan asks a question about Social Security benefit calculators. (10:30) A New Jerseyan wonders how naming their checking account as owner of a revocable living trust will affect their Social Security direct deposits. (26:15) A listener is curious...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 6: EDU #2236
September 7, 2022
Jim and Chris sit down to wrap up their discussion on the Minimum Dignity Floor (MDF) series and answer a few listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E36.mp3 Podcast: Play in new window | Download (Duration: 1:22:06 — 37.6MB) Subscribe:...
Listen NowSocial Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236
September 3, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning. (8:30) A Floridian listener asks about his spouses Social Security benefit amount. (18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit. (24:45) George in North Carolina remarks about the...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 5: EDU #2235
August 31, 2022
Jim and Chris sit down to continue their discussion on the Minimum Dignity Floor (MDF) and answer a couple of listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:21 — 32.2MB) Subscribe:...
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